LFA

LGT Financial Advisors Portfolio holdings

AUM $39.4M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$258K
3
+$225K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
CRH icon
CRH
CRH
+$203K

Top Sells

1
+$691K
2
+$520K
3
+$159K
4
HD icon
Home Depot
HD
+$140K
5
MSFT icon
Microsoft
MSFT
+$133K

Sector Composition

1 Consumer Staples 9.78%
2 Technology 8.61%
3 Healthcare 8.4%
4 Energy 8.3%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$40.5K 0.05%
2,209
+33
252
$39.6K 0.05%
888
+3
253
$39.6K 0.05%
1,937
254
$39.6K 0.05%
101
255
$39.1K 0.05%
527
256
$39K 0.05%
828
+5
257
$38.3K 0.04%
67
258
$38.3K 0.04%
123
259
$38K 0.04%
189
260
$37.9K 0.04%
401
-73
261
$37.3K 0.04%
298
262
$36.6K 0.04%
609
-112
263
$36.3K 0.04%
237
264
$36.3K 0.04%
521
265
$36.1K 0.04%
133
266
$36.1K 0.04%
540
267
$35.9K 0.04%
380
-463
268
$35.7K 0.04%
1,499
+11
269
$35.4K 0.04%
195
270
$35.2K 0.04%
587
-55
271
$35K 0.04%
3,937
272
$34.8K 0.04%
612
273
$34.5K 0.04%
467
274
$33.1K 0.04%
1,766
+31
275
$32.8K 0.04%
56
9 10
11
12 13